INSTRUMENTAL WEALTH, LLC

CIK
0001976010
City
TAMPA
State / Country
FL

Holdings in HRTG

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,757,355 60,060
2025-09-30 $1,512,310 60,060
2025-06-30 $693,107 27,791
2025-03-31 $400,746 27,791
2024-12-31 $336,271 27,791
2024-09-30 $340,161 27,791
2024-06-30 $196,760 27,791
2024-03-31 $295,974 27,791
2023-12-31 $86,657 13,291
2023-09-30 $180,363 27,791
2023-06-30 $106,995 27,791
2023-03-31 $85,596 27,791